From your GATHER.nexus dashboard, locate the Multi-Entity & Display section. Simply click on the Company tile to access your company management area.

(The Company tile is highlighted in red above - this is where you'll start the connection process.)

You'll see a list of your current companies. To connect a new Xero company, click the Add Company button in the top right corner.

(Your company list shows all connected entities with their sync status and last update times.)

After clicking Add Company, you'll see connection options. Click Connect to Xero to begin the integration.

(The Connect to Xero button is highlighted above, with QuickBooks as an alternative option.)

You'll be redirected to Xero's secure login page. Enter your Xero credentials and select the company you want to connect to. Once you've chosen your company, click Allow Access to authorise the connection.

Security Note: Your Xero login details are never stored on our servers - we use secure OAuth protocols.

You'll be redirected back to GATHER.nexus, and your newly connected company will appear in your list with an "Active" status.

Once connected, GATHER.nexus automatically start syncing 3 years of your historical data. However, if you need access to more historical information, you can sync up to 5 years of data by clicking the sync button next to your specific company.

(Use the refresh icon next to any company to sync additional historical data up to 5 years.)

Your Xero company is now connected and ready to use. You can:

That's it! Your Xero integration is complete for connecting multiple companies. Repeat the above steps and you're ready to experience powerful multi-entity financial management.